See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,681 | $105,860-93.7% | $90,749-92.6% | $134,475-95.0% |
| Participation rate | 30.0% | 78.2%-48.2pp | 75.7%-45.7pp | 81.2%-51.2pp |
| Annual return | 181.20% | -11.01%+192.2pp | -12.16%+193.4pp | 417.96%-236.8pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $625 | $5,216-88.0% | $4,564-86.3% | $6,400-90.2% |
| Admin fee / account holder | $45 | $13,938-99.7% | $8,445-99.5% | $11,426-99.6% |